Top Tech Jobs & Startup Jobs

Serve as regional operational hub connecting carriers, processing teams, IT, and front-line staff. Manage onboarding, carrier appointments, credentialing, Epic and system administration, helpdesk escalations, document download/eDocs workflows, and produce reports and communications to support efficient regional operations.

Sell commercial insurance products, prospect and develop new clients, educate clients on offerings, prepare contracts and quotes, maintain client database, provide technical support and product education, collaborate with team to meet sales targets, and participate in ongoing industry education.

The Securities Operations Manager oversees operations for 401(k) and wealth management clients, executing trades, managing documentation, and supporting client communications, while ensuring compliance with industry standards.

Manage a book of commercial property/casualty accounts, serve as primary client contact, support retention and renewals, liaise with carriers and underwriters, troubleshoot billing, prepare transactions and reports, mentor account administrators, and attend client meetings and industry training.

Manage a small book of employee benefits accounts (medical, dental, disability, vision, life, voluntary benefits). Serve as daily client contact, liaise with carriers, design plan options, process renewals and presentations, prepare employee communications and financial reports, support 5500 Schedule A coordination, maintain client data in agency systems, and assist senior account managers on complex tasks.

Manage a small book of employee benefits accounts (medical, dental, disability, vision, life, voluntary benefits), serve as primary client contact, coordinate renewals and carrier relationships, prepare analyses and communications, and support senior team members on complex tasks and plan design.

Greet visitors and answer calls; manage incoming/outgoing mail, faxes, voicemails, and packages; maintain office supplies and equipment; assist account managers with documents, deposits, audits, cancellations, and administrative tasks while ensuring secure handling of checks and client information.

Drive new business placement for high-net-worth personal lines clients: quote, underwrite, and bind policies; manage onboarding and data entry; cultivate carrier and internal relationships; collaborate with Risk Advisors and Account Executives to ensure smooth transitions and client satisfaction.

Support Account Managers with pre-renewal processes, policy and agency system updates, loss run retrieval and analysis, certificate issuance, application and form updates, and general client service for commercial insurance accounts. Assist with renewals, maintain documentation, and participate in strategy meetings.

Responsible for managing commercial insurance accounts, developing client relationships, and ensuring service needs are met while meeting production goals.